Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Wednesday, October 7, 2026 — the Triple Check on that evening's after-hours reports.

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Applied Digital crushes revenue estimates; Levi Strauss beats but tariff warning sinks the stock — A quiet after-hours slate: data-center builder Applied Digital (watchlist) posted a massive revenue beat though guidance was merely reaffirmed, while Levi Strauss beat on both lines but spooked investors with a new-tariff margin warning for Q4.

Reports covered

2 companies reviewed.

APLD

Beat

EPS vs. Consensus

-$0.01 adjusted actual vs -$0.25 consensus (narrower loss than expected)

Revenue vs. Consensus

$341.9M actual vs $134.1M consensus (+155%), up 322% YoY

Forward Guidance

No new numeric guidance raise; reaffirmed ~$36B contracted revenue backlog across 5 campuses and plans to energize 600+ MW over the next 12 months vs 250MW in the prior 12 months

Price Reaction

+4.1% after hours, following a ~6% intraday slide into the print

Revenue smashed consensus, but a large share of the HPC Hosting segment came from low-margin tenant fit-out/construction work rather than recurring rent, and a $221M GAAP net loss (vs a near-breakeven adjusted loss) reflects heavy non-cash build-out charges. Management reaffirmed its long-term capacity targets rather than raising them, so this lands as a clean beat on both lines without a guidance upgrade -- hence only a modest after-hours pop.

LEVI

In-Line / Soft Beat

EPS vs. Consensus

$0.34 adjusted actual vs $0.31 consensus (+10%)

Revenue vs. Consensus

$1.54B actual, +7% YoY, topping estimates

Forward Guidance

Nominally raised full-year EPS to $1.27-$1.32 and revenue growth to ~3% (from 1-2%), but warned Q4 gross margins could take a ~130bps hit from new US tariffs on goods from Bangladesh, Cambodia, and Pakistan

Price Reaction

-9% the next session, -12.9% on the week

Levi beat on both EPS and revenue this quarter, aided by a one-time tariff-refund tailwind, but the headline full-year raise was overshadowed by specific commentary that new South Asia tariffs will pressure Q4 margins. The market treated that forward warning as an effective guidance cut, triggering a sharp selloff despite the in-line-or-better quarter.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

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